Business Strategy & Advisory Services

1.

Strategic Advisory & Board Counsel

Senior counsel for founders and boards on decisions without textbook answers: capital structure, succession, market entry, sell or hold.

Led by a senior advisor in your stage and sector, supported by analysts on diligence, modeling, and market work. Cadence: monthly sessions, weekly checkpoints, on-demand availability. Scales within OccamsOS from single-question diagnostics at Start to multi-year architecture at Enterprise.

Designed For

Founders and CEOs of $50M–$200M revenue businesses. Monthly retainer. Typical commitment 12 months.

2.

Decision Science & Scenario Planning

Quantitative support for capital allocation, pricing, and strategic decisions: models and trade-offs a board can act on.

The work spans pricing analysis, customer segmentation, channel economics, and capital structure scenarios, including Monte Carlo simulation where uncertainty is the central feature. Models that nobody owns become models that nobody trusts. Ours are built to be used.

Designed For

Management teams where the cost of being wrong is material. Project-based with optional ongoing support.

3.

Revenue Augmentation

A revenue diagnostic across pricing, segmentation, channel design, sales-team structure, and compensation alignment.

We identify where pricing has drifted, where discounting has become habit, and where the cost-to-serve is misaligned with the price being charged. The output is a forecasting cadence that turns revenue from a number reported after the fact into a number engineered before it.

Designed For

$25M–$500M businesses with a plateaued top line, stale pricing, or no clear path to next-stage scale. Initial diagnostic plus optional implementation retainer.

4.

Founder Coaching, Family Office Counsel & Succession Planning

Succession architecture: equity, voting trusts, and governance that determine whether a family business survives its founder.

For later-stage families: family office formation, governance, next-generation education, and coordination across legal, tax, and investment professionals already in place. We do not manage money. We do not draft trusts.

Designed For

Founders preparing for transition, families managing inherited operating businesses, and family offices in formation. Retainer-based, typically multi-year.